HSBC Conservative Hybrid Fund vs Axis Regular Saver Fund compare
HSBC Conservative Hybrid Fund - Regular Growth
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹160 Cr | ₹283 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 24 Feb 2004 | 16 Jul 2010 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index | NIFTY 50 Hybrid Composite Debt 15:85 |
Turn Over | 27% | 64.15% |
Expense Ratio | 2.17 | 2.2 |
Manager | Mahesh A Chhabria | Devang Shah |
ISIN Code | INF336L01099 | INF846K01693 |
Exits Load | Data not available./365 | Axis Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -0.52% | 0.35% |
6 Month | 1.46% | 4.66% |
1 Year | 6.15% | 7.12% |
3 Year | 11.21% | 8.69% |
5 Year | 9.3% | 8.45% |
SIP Return Analysis
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.93% | 3.09% |
1 Year | 8.1% | 8.28% |
3 Year | 11.27% | 8.65% |
5 Year | 9.65% | 7.67% |
Rolling Lumpsum Returns
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.29% | 7.43% |
3 Year | 8.4% | 7.31% |
5 Year | 8.81% | 7.91% |
Risk Management
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 5.01% | 4.11% |
Sharp | 0.86% | 0.36% |
Beta | 1.32% | 1.22% |
Alpha | 0.03% | -2.46% |
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Fund Managers
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Mahesh A Chhabria | Devang Shah |
Total AUM | ₹15021 Cr | ₹60014 Cr |
Funds Managed | 9 | 15 |
HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 80.71 | 80.54 |
Large Cap | 8.72 | 17.46 |
Mid Cap | 5.49 | 0.89 |
Small Cap | 5.08 | 1.1 |
Sector Allocation
Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 80.71 | 79.03 |
Industrials | 8.76 | 0.96 |
Technology | 1.08 | 2.31 |
Financial Services | 1.34 | 8.76 |
Consumer Cyclical | 6.32 | 1.7 |
Basic Materials | 0.92 | 1.62 |
Healthcare | 0.01 | 1.26 |
Real Estate | 0.86 | - |
Energy | - | 2.1 |
Consumer Defensive | - | 0.79 |
Communication Services | - | 0.74 |
Utilities | - | 0.72 |
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